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Valtinson Bruner Financial Planning

388 Cleveland Ave SW
New Brighton, MN 55112 651-628-9832

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Hockert & Sroga

2467 15th St NW #B
New Brighton, MN 55112 651-756-1529

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Pendleton Tax & Accounting

888 County Rd D W #306
New Brighton, MN 55112 612-396-5735

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Thorough and knowledgeable tax preparation, including for out-of-state trusts... - Oct 25, 2022

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Babcock Langbein & Company

2690 County Rd E W
New Brighton, MN 55112 651-631-9354

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.